Montis Financial
Judy Weeden has a diverse work experience spanning several positions and companies. Judy currently serves as the Director of Operations at Montis Financial since January 2023. Prior to this role, they worked at Adviser Investments from 2006 to 2022, holding various positions including Chief of Staff, Director of Business Planning, Operations Manager, Performance Analyst/Assistant Operations Manager, Senior Operations Associate, and Operations Associate. Before their time at Adviser Investments, Judy served as a Public Relations Assistant at Putnam Investments in 2003.
Judy Weeden earned a Bachelor of Science degree in Business Administration/Management from the UNH Peter T. Paul College of Business and Economics, completing their studies from 2002 to 2006. Additionally, they obtained a Notary Public certification from the State of Massachusetts in August 2019.
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Montis Financial
Montis Financial is a fast-growing independent Registered Investment Advisor (RIA) in the Northeast that focuses on creating, building, and fostering financial independence for individuals and families nationwide. We provide comprehensive financial planning, dynamic portfolio management, and exceptional client service while delivering our clients the tools to make informed strategic decisions for their families’ financial security. Given our fiduciary nature, we can assure that your priorities are our priorities.